RedHex Hybrid Long-Short Gr

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4–7 yearsInvestment Horizon

HNI,MATarget Segments

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Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Portfolio Holdings Overview

Geographic Allocation

Domestic100%

Top Stock Holdings

CompanySectorAllocation

Cash Offset For DerivativesUtilities26.29%

TrepsUtilities8.76%

HSBC Money Market Dir GrUtilities6.03%

Triumph Composites Private LimitedUtilities4.69%

Liquid Gold Series 24**Utilities4.63%

GMR Airports LimitedUtilities4.52%

Cube Highways TrustCapital Goods4.26%

Indigo 053Utilities4.04%

Embassy Office Parks REITEnergy & Infra3.74%

Krazybee Services LimitedUtilities3.73%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Shriram Ramanathan

Mr. Shriram Ramanathan has experience of 28 years. Manages 97 funds at RedHex SIF by HSBC Mutual Fund with an AUM of approximately ₹6,262 Cr Holds a PGDBM degree.

100 years

Combined Team Experience

₹ 54,597 Cr

Assets Under Management

Mayank Chaturvedi

Co-Portfolio Manager

Mr. Mayank Chaturvedi has experience of 7 years. Manages 130 funds at RedHex SIF by HSBC Mutual Fund with an AUM of approximately ₹26,791 Cr Holds a B.Com degree.

Venugopal Manghat

Co-Portfolio Manager

Mr. Venugopal Manghat has experience of 32 years. Manages 28 funds at RedHex SIF by HSBC Mutual Fund with an AUM of approximately ₹21,544 Cr Holds a B.S.C degree.

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

Costs and Fees

Total Expense Ratio (TER)2.17%

Regulatory & Tax Information

INF336L30015

ISIN

DailyDealing Frequency

CRISIL Hybrid 50+50 Moderate TR INRBenchmark

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)